EXSB.DE vs. EUPA.DE
EXSB.DE (iShares DivDAX UCITS ETF (DE)) and EUPA.DE (Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD)) are both Europe Equities funds - EXSB.DE tracks the DivDAX® while EUPA.DE tracks the Shiller Barclays CAPE® Global Sector. Both are passively managed. Over the past 3 years, EXSB.DE returned 9.41%/yr vs 17.95%/yr for EUPA.DE. A 0.60 correlation means they provide meaningful diversification when combined. EXSB.DE charges 0.31%/yr vs 0.65%/yr for EUPA.DE.
Performance
EXSB.DE vs. EUPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSB.DE achieves a 1.54% return, which is significantly lower than EUPA.DE's 8.36% return.
EXSB.DE
- 1D
- -0.71%
- 1M
- -0.92%
- YTD
- 1.54%
- 6M
- 3.75%
- 1Y
- 8.12%
- 3Y*
- 9.41%
- 5Y*
- 5.53%
- 10Y*
- 7.59%
EUPA.DE
- 1D
- 0.63%
- 1M
- 0.54%
- YTD
- 8.36%
- 6M
- 9.94%
- 1Y
- 17.10%
- 3Y*
- 17.95%
- 5Y*
- —
- 10Y*
- —
EXSB.DE vs. EUPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
EXSB.DE iShares DivDAX UCITS ETF (DE) | 1.54% | 21.72% | 4.26% | 2.38% |
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 8.36% | 18.38% | 13.54% | 11.13% |
Correlation
The correlation between EXSB.DE and EUPA.DE is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2023 | 0.60 |
The correlation between EXSB.DE and EUPA.DE has been stable across timeframes, ranging from 0.57 to 0.60 - a consistent structural relationship.
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Return for Risk
EXSB.DE vs. EUPA.DE — Risk / Return Rank
EXSB.DE
EUPA.DE
EXSB.DE vs. EUPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares DivDAX UCITS ETF (DE) (EXSB.DE) and Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EXSB.DE | EUPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.28 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.02 | -1.20 |
| Martin ratioReturn relative to average drawdown | 2.26 | 7.49 | -5.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXSB.DE | EUPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.57 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.30 | -0.96 |
Drawdowns
EXSB.DE vs. EUPA.DE - Drawdown Comparison
The maximum EXSB.DE drawdown since its inception was -60.17%, which is greater than EUPA.DE's maximum drawdown of -10.28%. Use the drawdown chart below to compare losses from any high point for EXSB.DE and EUPA.DE.
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Drawdown Indicators
| EXSB.DE | EUPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.17% | -10.28% | -49.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.88% | -8.44% | -1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -15.89% | -10.28% | -5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -25.49% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | — | — |
Current DrawdownCurrent decline from peak | -5.13% | -2.77% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -12.25% | -1.91% | -10.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.28% | +1.30% |
Volatility
EXSB.DE vs. EUPA.DE - Volatility Comparison
iShares DivDAX UCITS ETF (DE) (EXSB.DE) and Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) have volatilities of 3.57% and 3.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSB.DE | EUPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 3.63% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.51% | 9.03% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 10.84% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 12.40% | +4.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 12.40% | +6.25% |
EXSB.DE vs. EUPA.DE - Expense Ratio Comparison
EXSB.DE has a 0.31% expense ratio, which is lower than EUPA.DE's 0.65% expense ratio.
Dividends
EXSB.DE vs. EUPA.DE - Dividend Comparison
EXSB.DE's dividend yield for the trailing twelve months is around 3.06%, while EUPA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXSB.DE iShares DivDAX UCITS ETF (DE) | 3.06% | 3.11% | 3.50% | 4.55% | 3.19% | 2.17% | 2.19% | 2.36% | 2.77% | 1.65% | 2.53% | 3.23% |
Frequently Asked Questions
EXSB.DE and EUPA.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSB.DE is cheaper at 0.31% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSB.DE is cheaper with a 0.31% expense ratio, compared with 0.65% for EUPA.DE.
EXSB.DE tracks DivDAX®, while EUPA.DE tracks Shiller Barclays CAPE® Global Sector. They also come from different issuers: iShares and Franklin Templeton. Their fees differ too: 0.31% for EXSB.DE and 0.65% for EUPA.DE.
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